2024-06-10-艾昆玮-印度医药市场季度洞察——2024年第一季度（英）_13页_683kb

报告摘要

Indian Pharmaceutical Market Q1 2024 Summary

Overall Market Performance: The market grew by 6% year-on-year (YoY) in Q1 2024 (January-March), with a total size of ₹53,337 crore. Sales value increased 6% PPG from the previous period, while the market showed robust growth in chronic therapies but moderate performance in acute segments.
Chronic Therapies Growth: Chronic therapies recorded a 10% PPG growth, led by Cardiac (11% PPG) and Anti-Diabetes (7% PPG) segments. Key drivers include Statins, Hypotensives (both at 9% PPG), and Anticoagulants (11% PPG). Growth was fueled by formulations like GLP1 Agonists (49% PPG) and SGLT2+Dpp4 combinations.
Acute Therapies: Acute therapies grew at 3% PPG but faced degrowth in specific areas. Anti-Infectives declined by -2% PPG due to issues in Cephalosporins and Macrolides, while Respiratory Acute decreased by -9% PPG because of Cough and Cold preparations. Pain therapies saw mixed results, with Antirheumatic and Muscle Relaxants growing at 9% and 6% PPG respectively.
Geographical Distribution: South and North zones led with growth rates of 5% and 6% PPG, contributing most incremental sales. Urban zones (Metro and Class 1) grew at 7% PPG, while Extra Urban markets saw 3% PPG growth. Top performing regions included Uttar Pradesh, Maharashtra, Tamil Nadu, and Delhi.
New Launches: There was a significant decline in new launches, with a -54% decrease in 2024 compared to 2023, primarily in Indian companies' portfolios. However, certain segments like Cardiac and Diabetic therapies saw high adoption.
Segment Insights: Cardiac therapy drove growth with combinations and new innovations. Anti-Diabetes benefited from SGLT2+Dpp4 and GLP1 Agonists. Respiratory Chronic showed stability with Bronchodilators leading. Acute segments faced challenges due to regulatory and market shifts.